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OUR PHILOSOPHY

We provide creative, innovative, and insightful tax-advantaged strategies.

Our Core Values

The cornerstones of our profession are integrity, objectivity, and ethical conduct.  Conformity with these principles is never optional.  They are the foundation for the trust and confidence clients must have in their CPA Firm.

Confidentiality / Privilege

All communications with clients are confidential.

Our confidentiality policy protects your identity.  We never disclose existence of our relationship or any information about you, without your consent.

Client Advocacy

We're your advocate for all tax matters.  However, we must balance that responsibility with enforcement authority of all federal, state, and local tax jurisdictions.

 

Advisory role

We're advisors. We're not decision makers and we clearly understand that distinction.

Our obligation is to provide clients with relevant, meaningful, and complete information necessary for making informed decisions.

Assessment of risk is vital when considering alternatives.